Halbert Hargrove ranked eighth on the 2022 list of 100 top-rated financial advisory firms in the country
Long Beach, California, October 12, 2022 — CNBC recently named Halbert Hargrove, a fiduciary investment management and wealth advisory firm with $3 billion in assets under management (AUM), one of 2022’s top financial advisory firms for the fourth consecutive year. The CNBC FA 100 recognizes wealth management firms that offer financial planning and wealth management service to their clients. Halbert Hargrove ranked eighth on the list, and was the highest ranking firm headquartered in California.
“It is truly humbling to continue to see our team’s hard work continue to be recognized by CNBC,” said Halbert Hargrove CEO JC Abusaid. “Our commitment to Halbert Hargrove’s culture and values is a big part of why we find ourselves successful in a tumultuous market year. I am so grateful for our team’s dedication to our clients. Without them, none of this would be possible.”
The rankings of the fourth annual FA 100 list are based on data culled from thousands of advisory firms and provided by AccuPoint Solutions. Factors included in the rankings were disclosures, years in business, average account size, total accounts under management, number of investment advisors, the ratio of investment advisors to the total number of employees, and discretionary and total AUM.
“We strive to help our clients achieve a well-lived life, and not just financially. By practicing what we preach, we ensure that our work environment fuels our client’s success,” said Cecilia Williams, Halbert Hargrove Chief Operating Officer and Chief Compliance Officer. “Every member of our team is responsible for this recognition, and we couldn’t be more thrilled.”
Earlier this year, Halbert Hargrove named JC Abusaid as the firm’s new CEO. Abusaid has been with the firm for 25 years, and the previous CEO, Russ Hill, has remained as the Executive Chairman of the firm. Over the last couple of years, the company has been named a best place to work by the Los Angeles Business Journal and InvestmentNews.
Halbert Hargrove has eight offices across the country, with a total of 44 employees. In addition to its Long Beach headquarters, locations include San Diego and Costa Mesa, California; Denver, Colorado; Bellevue, Washington; Scottsdale, Arizona; and The Woodlands and Houston, Texas.
About Halbert Hargrove
Halbert Hargrove Global Advisors, LLC, is a fiduciary investment management and wealth advisory firm that provides investment management, wealth advisory, financial planning, and consulting services to individuals, families, charitable organizations, and trusts. Founded in 1933, Halbert Hargrove is headquartered in Long Beach, CA, and has approximately $3B assets under management. For more information, please visit www.halberthargrove.com. For more information about the awards and accolades listed above, please visit: https://www.halberthargrove.com/industry-awards/.
